Following the rebalancing of the S&P Quality Aristocrats last Friday, the following stocks were removed from or added to my two ETF indices (50% weighting):

New additions:

$QDEV (+1,25 %): $NOVN (+2,32 %) , $REL (-1,25 %) , $ITX (+1,66 %) , $LSEG (+2,37 %) , $DB1 (-0,05 %) and more

$QUS5 (+1,07 %): $BKNG (-1,54 %) , $MRK (+2,08 %) , $CRM (+2,86 %) , $UNP (+0,66 %) , $COR (+2,18 %) , $CAH (+1,8 %) and more

Kicked out of both indices and therefore according to S&P no longer Quality Aristocrats are among others: $BATS (-1,69 %) , $7974 (+0,12 %) , $HD (+1,68 %) , $LOW (+1,13 %) , $HLT (+2,07 %)

In addition, the allocation of all individual stocks in the indices was reduced again to max. 5 % was limited.

Thanks to the recent rally of $$HY9H (+7,09 %) my current top 10 weighting (ETFs+shares) is as follows:

3.48% Alphabet

3.04% SK Hynix

3.04% Broadcom

2.93% Meta

2.75% Microsoft

2.71% Apple

2.71% NVIDIA

2.55% Taiwan Semiconductor

2.13% Mastercard

2.08% Visa

New portfolio key figures:

P/E: 27.1 (<30) 🟢

Forward P/E: 21.1 (<25) 🟢

P/Β: 11.5 (<5) 🔴

EV/FCF: 28.7 (<25) 🟡

ROE: 42% (>15%) 🟢

ROIC: 19% (>15%) 🟡

EPS growth for the next 5 years: 15% (>7%) 🟢

Sales growth for the next 5 years: 9% (>5%) 🟡

My internal rate of return is currently 20.19%

$REL (-1,25 %)

The real treasure is the data - and even AI won't shake it 😌

How much do you $REL (-1,25 %) in the long run ?

In an increasingly digital world with more and more data, I find this business model very interesting.

I think data analysis in the financial sector and databases in general will be in high demand in the future.

Be it for credit inquiries from banks, analyses of important topics with high relevance or databases for storing and processing sensitive data.

I would currently like to create a kind of ETF with stocks that will benefit from the 2nd AI wave.

This includes users of AI and companies that are involved in the transformation of data centers and chip production.

e.g. $QCOM (+3,86 %)
$SNPS (+2,14 %)
$REL (-1,25 %)
$ABBV (+1,12 %)
$TSLA (-3,53 %) etc.

I don't want to have tech giants like Amazon, Alphabet and co in it. Do you have any cool (even small) ideas for AI users?

The trend is your friend - perhaps we will succeed in $relx (-1,25 %) the upward trend 🤑🤞🏽